Civic Intelligence

Katherine Baxter Memorial Foundation

EIN 33-0522589 • Escondido, CA

225 E 3rd AveEscondido, CA 92025
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

11th percentile

-107%

Higher net margin than 11% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$2,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

43rd percentile

-6.7%

Faster asset growth than 43% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

90%

Faster revenue growth than 89% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$324,594

Down $23,178 (-6.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$324,594

Down $23,178 (-6.7%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin11th percentile

Revenue

Up

$17,271

Up $8,158 (+90%) from 2023

Expenses

Up

$35,745

Up $17,731 (+98%) from 2023

Net Income

Down

-$18,474

Down $9,573 (-108%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2013: $148,274Liabilities 2013: $0Net Assets 2013: $148,2742013Assets 2014: $57,422Liabilities 2014: $0Net Assets 2014: $57,4222014Assets 2015: $29,301Liabilities 2015: $0Net Assets 2015: $29,3012015Assets 2016: $17,822Liabilities 2016: $0Net Assets 2016: $17,8222016Assets 2017: $8,782Liabilities 2017: $0Net Assets 2017: $8,7822017Assets 2018: $6,482Liabilities 2018: $0Net Assets 2018: $6,4822018Assets 2019: $385,140Liabilities 2019: $0Net Assets 2019: $385,1402019Assets 2020: $367,463Liabilities 2020: $0Net Assets 2020: $367,4632020Assets 2021: $372,502Liabilities 2021: $0Net Assets 2021: $372,5022021Assets 2022: $355,534Liabilities 2022: $0Net Assets 2022: $355,5342022Assets 2023: $347,772Liabilities 2023: $0Net Assets 2023: $347,7722023Assets 2024: $324,594Liabilities 2024: $0Net Assets 2024: $324,5942024

Highlighted filing

2024

Assets$324,594
Liabilities$0
Net Assets$324,594
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2013: $15,896Expenses 2013: $103,301Net Income 2013: -$87,4052013Revenue 2014: $8,258Expenses 2014: $80,439Net Income 2014: -$72,1812014Revenue 2015: $22,395Expenses 2015: $50,363Net Income 2015: -$27,9682015Revenue 2016: $7,995Expenses 2016: $30,183Net Income 2016: -$22,1882016Revenue 2017: $10,431Expenses 2017: $19,471Net Income 2017: -$9,0402017Revenue 2018: $5,318Expenses 2018: $7,618Net Income 2018: -$2,3002018Revenue 2019: $392,181Expenses 2019: $13,523Net Income 2019: $378,6582019Revenue 2020: $5,913Expenses 2020: $23,590Net Income 2020: -$17,6772020Revenue 2021: $31,574Expenses 2021: $26,535Net Income 2021: $5,0392021Revenue 2022: $8,363Expenses 2022: $26,100Net Income 2022: -$17,7372022Revenue 2023: $9,113Expenses 2023: $18,014Net Income 2023: -$8,9012023Revenue 2024: $17,271Expenses 2024: $35,745Net Income 2024: -$18,4742024

Highlighted filing

2024

Revenue$17,271
Expenses$35,745
Net Income-$18,474
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$324,594
Liabilities
$0
Net assets
$324,594
Revenue
$17,271
Expenses
$35,745
Net income
-$18,474
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.17$0.36$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.09$0.18$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.08$0.26$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.32$0.27$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.06$0.24$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$3.92$0.14$3.79
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.05$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.10$0.19$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.08$0.30$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.22$0.50$0.28
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.08$0.80$0.72
2013Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.16$1.03$0.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 21, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDOLPH ORTLIEBTrustee-$2,000-$2,000
FREDERICK M ORTLIEBTrustee-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
Katherine Baxter Memorial Foundation
EIN
33-0522589
Phone
7607472202
Address
225 E 3RD AVE, ESCONDIDO, CA 92025

Signing Officer

Name
Randolph Ortlieb
Title
Trustee
Signed
2025-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Lamb & Meyer APC
Address
1761 Hotel Circle S Suite 100, San Diego, CA 92108
Preparer
James H Lamb Jr
Phone
6192950255
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6SAN DIEGO CHILDRENS DISCOVERY MUSEU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03708 RUFFIN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 461471
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26702 WANDERMERE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31237 GREEN OAK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42940 JOHNSON FERRY RD B223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52448 ALEXANDER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6320 N BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ESCONDIDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3VISTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MARIETTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ESCONDIDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ESCONDIDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192046
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392081
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd430062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692025
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016361
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016361
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0776
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07115
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06339
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0776
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06339
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07115
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0776
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04704
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD COST BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13803
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13803
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0673
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt12147
TaxesSchedule/TaxesDetail/CategoryTxt0FTB TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1IRS TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12147
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDOLPH ORTLIEB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHERINE BAXTER MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0330522589
ReturnHeader/Filer/PhoneNum07607472202
ReturnHeader/Filer/USAddress/AddressLine1Txt0225 E 3RD AVE
ReturnHeader/Filer/USAddress/CityNm0ESCONDIDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092025
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200480664
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lamb & Meyer APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01761 Hotel Circle S Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06192950255
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES H LAMB JR
ReturnHeader/ReturnTs02025-10-21T10:44:20-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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